Attivo Financial Planning Limited

Independent Financial Adviser Trym Lodge, 1 Henbury Road, Westbury-On-Trym, Bristol, BS9 3HQ
FCA verified
10th September 2018
Chartered Financial Planners providing specialist expertise in pensions, investments, property and tax planning since 1998.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Long term care
Meet our advisers
Stephen Harper DipIP PFA DipIP PFA
Managing Director
Frances Roch FPFS FPFS
Chartered Financial Planner
Tim McMahon BA (Hons) DipPFS Dip MGMT BA (Hons) DipPFS Dip MGMT
Head of Financial Planning
Andrew Wilkinson DipFA DipFA
Financial Planner
Ross Coombes DipPFS DipPFS
Financial Planner
Dan Dando DipFA DipFA
Financial Planner
Struan Robertson DipPFS DipPFS
Financial Planner
Nick Lawman
Financial Planner
Chris Skidmore DipPFS DipPFS
Where to find us

Trym Lodge, 1 Henbury Road, Westbury-On-Trym, Bristol, BS9 3HQ

About us

Attivo Financial Planning (formerly Fountain Independent) has been giving trusted financial advice since 1998. We are part of Attivo Group, an innovative financial services group of specialist companies, offering intellectual know-how and professional expertise in pensions, investments, property and tax planning.

Attivo Group includes Attivo Financial Planning, Attivo Financial Services, Attivo Investment Management, Attivo Property, MYSSAS and MYSIPP, which has received a Defaqto 5 Star Rating for the last four years.

Attivo Financial Planning is based in Cheltenham with offices in London, Manchester, Bristol and Nottingham.

Our services

We are a firm of Chartered Financial Planners offering specialist pensions, investment, property and tax planning advice. Our advisers will help you get your finances in order, organise the paperwork and give you a greater understanding of your pensions and investments, as well as ensure that you pay as little tax as possible. We are acknowledged pension transfer specialists and our Pensions Director, Frances Roch, is an expert in pension sharing on divorce. As part of the Attivo Group we have our own discretionary fund management company that creates investment strategies and manages client investment portfolios.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

Attivo Financial Planning Limited is an Appointed Representative of Attivo Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 462105). Attivo Financial Planning Limited’s Firm Reference No. is 451967. Registered in England and Wales Company No 5747914. Registered Office: Jessop House, Jessop Avenue, Cheltenham, GL50 3SH, UK.

Similar advisers near you

Independent Financial Adviser 0 mi
Financial Advice From Experience
Independent Financial Adviser 0.22 mi
Independent Financial Advisers providing advice on Investments, Pensions and specialising in helping clients choose the right income vehicle at retirement..
Independent Financial Adviser 0.27 mi
We're Brilliant Sorters of Financial Stuff...
Independent Financial Adviser 0.27 mi
Specialist retirement income planner, including final salary pension analysis. Independent, Chartered and Certified Financial Planner.